Financial topics

[aedens]

I do not favor regulation of either oil or gas exports from the US. On the other hand, I think that a little discipline by the E&P companies might be in order so they don't have to beg the American people to bail them out of the over-production mess that they have created knowingly for themselves. Any business that over-produces whatever it makes has to live with lower prices. Why should oil and gas producers get a pass from the free-market laws of supply and demand?

http://oilprice.com/Interviews/Shale-th ... erman.html

True in appearance only https://duckduckgo.com/?q=PROCESSED%20O ... e&kl=us-en

The drop downs at times can be https://duckduckgo.com/?q=el+paso+gas&kl=us-en

Regulation is key and if some bitch about to much they are removed from the times.

https://www.youtube.com/watch?v=NKRqX7XVUvk blurry

[aedens]

http://www.kyivpost.com/multimedia/vide ... 39078.html

[vincecate]

Bubble-Sizing the Economy — The Fed Has Done It Again!

Well, it’s official. Figures released by the Fed last week indicate that the total net worth of U.S. households has set an all time record in 2013 in terms of both nominal and constant dollars. In 2013 alone , total net worth climbed by $10 trillion from $70.86 to $80.66 trillion, the largest annual increase in household wealth in U.S history. More to the point, in 4Q 2013 household wealth adjusted for inflation — i.e., the constant-dollar value of financial assets plus the value of residential real estate net of all debt owned by U.S households–shattered the old record set in 1Q 2007 at the height of Greenspan’s bubble economy.

http://bastiat.mises.org/2014/03/bubble ... -it-again/

[John]

> Chartists may find the following interesting from Art Cashin this
> morning:

> I would think the onus is on the bulls. Jason Goepfert over at
> SentimenTrader found a really little odd thing today. We made a
> 52 week high in the S&P, we are now higher than that high. But in
> the four days we got higher, the breadth was negative, and that's
> only happened a few times since 1940, and in many of the times,
> that resulted in a selloff. Now the viewers can get a quick
> answer on this, because it happens almost immediately. so if
> nothing happens over the next 3 days, you can throw that out the
> window. -- Art Cashin

> The Standard & Poor’s 500 Index fell, erasing its gain for the
> year, while Treasuries and the yen advanced as tension persisted
> in Ukraine. Copper declined as data from China missed estimates
> and gold reversed losses.

> The S&P 500 sank 1.2 percent to 1,846.34 after earlier rising to
> within four points of a record. The Dow Jones Industrial Average
> fell 231 points. Yields on 10-year Treasuries slid nine basis
> points to 2.64 percent by 5:11 p.m. in New York. Russian stocks
> dropped to the lowest level since May 2010. Copper dropped to near
> a 44-month low and gold rose 0.1 percent. The yen rallied 0.9
> percent to 101.78 per dollar.

> http://www.businessweek.com/news/2014-0 ... e-rebounds

[aedens]

agree with window views many seen since last august so we put it on down
--- http://gdxforum.com/forum/viewtopic.php ... dow#p20485 ---
march has basically stumbled into the view. drill down on a few topics we already covered are there.
The 18th was another thought some time ago as we watch in the vanity of our time upon his creation.

[Reality Check]

.
.
China's dictators announce they are going to deflate the bubble.

lenders to China's private sector factories they should expect debt defaults as the world's second largest economy encounters "serious challenges" in the year ahead.

Limited and seasonally distorted data over the last few weeks have made it difficult to make sense of what's really happening in China's economy," he said in a note. "Despite this broad evidence of a slowdown, we don't think policymakers will necessarily step in to support growth," he said, adding that officials were "comfortable with a moderate slowdown".

http://www.theguardian.com/world/2014/m ... nkruptcies

[aedens]

.
.
China's dictators announce they are going to deflate the bubble.

lenders to China's private sector factories they should expect debt defaults as the world's second largest economy encounters "serious challenges" in the year ahead.

Limited and seasonally distorted data over the last few weeks have made it difficult to make sense of what's really happening in China's economy," he said in a note. "Despite this broad evidence of a slowdown, we don't think policymakers will necessarily step in to support growth," he said, adding that officials were "comfortable with a moderate slowdown".

http://www.theguardian.com/world/2014/m ... nkruptcies

context seen in http://gdxforum.com/forum/viewtopic.php ... ver#p17599

From a earlier reason some over site is a basic need... http://www.naturalgasintel.com/articles ... -sentenced
Many not wish it since cost is always paid by the consumers. They are pushing again for unregulated energy market prices in Michigan again and
it would not be a good idea since any hound is better than none. Some are seeing the point that Cartels as SWF are taking over completely as we
have linked who owns what and what owns them. Energy poverty is pulling countless under and we know what follows as conditions.

-snip - Notes of effect: Mon Sep 17, 2012 5:46 pm
ii) illegal rehypothecation of assets, which infinitely dilutes claims on real assets..
That and a few other observable notes included on metals and "marked resources" we understood as the onset of the - flow of the river reduced
to remove obstruction - on internal currency issues from the tear up on other synthetic products as some leveraged base materials for surety on loans in the gray markets. This policy tool will be announced "may be also" to redeem the enviromental damages in the Statist minds is to be assumed I consider.....

I think you guys also captured it with then --- That would have to do with whether hard limits to profits apply or whether it is possible to extend the
larger picture by stagflating an industrial economy.

Today http://www.zerohedge.com/news/2014-03-1 ... ity-crunch ty t

[Higgenbotham]

I think you guys also captured it with then --- That would have to do with whether hard limits to profits apply or whether it is possible to extend the larger picture by stagflating an industrial economy.

That does appear to be what's biting down, especially with the major oil companies, though it took a whole lot longer than I expected it to. I'm pretty sure they can thank the guys who came up with fracking, and that may have bought them another 2 years. But it adds an extra layer of falseness onto the false boom if it can't be sustained.

[Higgenbotham]

The Dow Industrials, S&P 500, Nasdaq 100, and Nasdaq Composite all simultaneously closed under their key levels today. I've been watching the S&P 500, as I am trading the futures on that index. It hit the key level of 1853 yesterday and bounced, then closed under it today. I had marked that level some months ago before it got there. I'm still 50% short and will be patient in working up to 100%; I haven't been 100% short since early last year. But I do think it's more than 50% likely we've seen the end of the bull market. The tone of the market has definitley changed, though it's been a slow process and difficult to pinpoint the exact place of the top.

[aedens]

I noted a change in sentiment also some pages back. How is it hard for them to understand customers decide and no way for them to gain from political inflationary constructs and understand reality of global wage arbiters simply "wasting" the base. The market or the government since there is NO third solution. It will simply implode as they say well I got mine. It will simply be the market will stay irrational longer than you can stay solvent. Some of the
cash and oil stocks will simply rot in the basket until 2018 on fundamentals now. I will short again after this clears into the next wave cycle if it stays relavent.